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← Customer Feedback for Redtail Technology

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23 results found

  1. Outcome of one workflow feed into another workflow

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  2. Custom Trigger Events

    217 votes
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    18 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. CRM documents to Imaging documents

    38 votes
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    0 comments  ·  Redtail Imaging  ·  Admin →
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  4. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  5. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  6. Notes--being able to link a contact to a note you have already posted.

    28 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Need to be able to edit notes

    44 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  8. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    34 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. seperate texts from Client Notes

    13 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. Link a Contact to a note after it has been Created

    40 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  11. combine note

    11 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. One Click Copy to Clipboard

    33 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    This would be really great for clients address information, emails, phone numbers, birth dates, and SSNs. I would love it if they could make that more of a convenience

    Anonymous supported this idea  · 

  13. When one activity is added it can trigger another activity to be created

    20 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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  14. send calendar to clients to book appointments

    57 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  15. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  16. Redtail Support Chat

    37 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous shared this idea  · 

  17. workflow report bulk actions

    15 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  18. Outlook Add-in

    25 votes
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    0 comments  ·  Redtail CRM  ·  Admin →
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  19. License Tracking

    12 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  20. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    56 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 
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